MARGIN LENDING
Financial planning
Margin lending clients can open up a whole new demographic market for advisers, according to Macquarie Bank Equities Lending associate di-rector, Mary Thompson. Thompson,...
Financial planning
ANZ Margin Lending has upped the ante in the margin lending market, announcing it will increase gearing on selected stocks to 80 per cent. The move follows a review of a...
Financial planning
Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...
Financial planning
As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...
Financial planning
Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...
Financial planning
Profits for margin lending providers are artificially high, according to an industry figure....
Financial planning
In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...